Fairly new to investing and on the younger side, trying to gather as many opinions as I can. Basically, what is a solid company that has good momentum behind them at the moment? First thing comes to mind is stocks like BHP, but I think I’m willing to take on some more risk due to my age. Especially, a swing trade with earnings in Australia right now.
Would love to hear everyone’s thoughts!
Been watching this one closely. DFS has been delayed multiple times from H1 to now Q3 2026 but thesis feels intact, 108% resource increase, 23% recovery improvement confirmed, ThyssenKrupp term sheet signed, major Chinese aluminium group framework agreement for 2-3 Mtpa and potential construction funding.
Cash is tight at $0.3M June 30 but MD Ryan de Franck has personally put $4M in through loan notes, skin in the game or desperation? Stock sitting around $0.51 after finding a floor at $0.415.
Questions for the group:
Still holding or did you cut?
When do you realistically think DFS drops?
Thoughts on Ryan de Franck as a founder/operator?
Does the Chinese Group framework change your view?
Been watching this one closely. DFS has been delayed multiple times from H1 to now Q3 2026 but thesis feels intact, 108% resource increase, 23% recovery improvement confirmed, ThyssenKrupp term sheet signed, major Chinese aluminium group framework agreement for 2-3 Mtpa and potential construction funding.
Cash is tight at $0.3M June 30 but MD Ryan de Franck has personally put $4M in through loan notes, skin in the game or desperation? Stock sitting around $0.51 after finding a floor at $0.415.
Questions for the group:
Still holding or did you cut?
When do you realistically think DFS drops?
Thoughts on Ryan de Franck as a founder/operator?
Does the Chinese Group framework change your view?
Been watching this one closely. DFS has been delayed multiple times from H1 to now Q3 2026 but thesis feels intact, 108% resource increase, 23% recovery improvement confirmed, ThyssenKrupp term sheet signed, major Chinese aluminium group framework agreement for 2-3 Mtpa and potential construction funding.
Cash is tight at $0.3M June 30 but MD Ryan de Franck has personally put $4M in through loan notes, skin in the game or desperation? Stock sitting around $0.51 after finding a floor at $0.415.
Questions for the group:
Still holding or did you cut?
When do you realistically think DFS drops?
Thoughts on Ryan de Franck as a founder/operator?
Does the Chinese Group framework change your view?
Been watching this one closely. DFS has been delayed multiple times from H1 to now Q3 2026 but thesis feels intact, 108% resource increase, 23% recovery improvement confirmed, ThyssenKrupp term sheet signed, major Chinese aluminium group framework agreement for 2-3 Mtpa and potential construction funding.
Cash is tight at $0.3M June 30 but MD Ryan de Franck has personally put $4M in through loan notes, skin in the game or desperation? Stock sitting around $0.51 after finding a floor at $0.415.
Questions for the group:
Still holding or did you cut?
When do you realistically think DFS drops?
Thoughts on Ryan de Franck as a founder/operator?
Does the Chinese Group framework change your view?
Anyone have any ideas on recent surge in price? Could this be a run up to 1H26 earnings?
It’s rough to watch KEEL fall from $7 to sub $4. Anyone else loading up down here or has the thesis changed for people? What price are others looking at to add more shares to their position?
Is anyone loading up on recent pullback? It seems to be sector wide & thesis on KEEL hasn’t changed. Does anyone think it’ll fall further in the coming week and is waiting for a certain entry point? Or is there no point trying to time it.
Would love to get everyone’s opinions on it.
Boresight (ASX - BST) is a Canberra based defence company that makes target drones specifically designed to be shot down basically giving militaries a realistic and repeatable way to train their counter drone systems. I know they have a couple contracts already including ADF and DRO.
A couple of questions for anyone who’s looked into this.
1. Does the share price have room to run from here or has the IPO hype already done most of the work?
2. With new products dropping in Q3/Q4 and potential U.S. military contracts on the table, is this a genuine long
term hold or more of a short-term trade?
Hey,
Just trying to gather everyone’s opinion on realistic price targets for EOY26, 1H27 and EOY27? If you could mention or expand on your reasoning, that would be great. Honestly trying to weigh up if I let this stock ride until EOY27 or look at selling after first 3 contracts are released. Let me know your thoughts!
Was it what everyone expected? Better or worse? Does it changed anyone’s thesis or price targets?
Is this recent pump from any news in particular? Tracking the redomicile last month, market seems to want it above $3. Any thoughts? Also what’s everyone’s TP for mid year and EOY?